Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
WEALTHSPIRE ADVISORS LLC | COM | 1501 | $3,308,744 | 5,546 | 0.00 | 0.00 | 1,200 | 27.61 | 12-31-2023 |
PRIO WEALTH LIMITED PARTNERSHIP | COM | 1502 | $3,307,551 | 5,544 | 0.00 | 0.00 | -434 | -7.26 | 12-31-2023 |
TEZA CAPITAL MANAGEMENT LLC | COM | 1503 | $2,823,316 | 5,537 | 0.00 | 1.24 | 1,053 | 23.48 | 09-30-2023 |
ATLAS PRINCIPALS LLC | COM | 1504 | $3,221,000 | 5,500 | 1.27 | 5,500 | +Inf | 06-30-2021 |